See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,403 | $100,852+169.1% | $90,404+200.2% | $158,922+70.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.77% | 1724.20%-1713.4pp | 1293.02%-1282.2pp | 302.83%-292.1pp |
| Employer contribution / active EE | $6,000 | $3,689+62.7% | $3,262+83.9% | $4,761+26.0% |
| Participant deferral / active EE | $5,200 | $4,348+19.6% | $3,963+31.2% | $5,982-13.1% |
| Admin fee / account holder | $2,515 | $6,501-61.3% | $5,611-55.2% | $11,246-77.6% |